U.S. Specialized REITs Stock News

Goosehead Insurance recently announced a franchise partnership with Baird & Warner Real Estate, launching Adaptive Insurance Agency to offer seamless insurance purchase options within the homebuying process. This collaboration uniquely integrates insurance solutions into real estate transactions, aiming to simplify and enhance the experience for homebuyers through a unified platform. We'll explore how integrating insurance into real estate transactions with Adaptive Insurance Agency may...

Cohen & Steers, Inc. reported its second quarter 2025 earnings, posting revenue of US$136.13 million and net income of US$36.85 million, both increasing from the same period last year. This performance highlights momentum in the company's operational results, with growth in both revenue and net income over the first half of 2025 compared to the prior year. We'll examine how Cohen & Steers' robust revenue and earnings growth shapes its investment narrative and long-term outlook. Uncover the...

Solaris Energy Infrastructure, Inc. recently reported second quarter 2025 results showing a very large year-over-year increase in sales and revenue, with net income up to US$11.96 million and continued basic earnings per share improvement. The company also affirmed its third quarter dividend, maintaining a 28-quarter streak, reflecting a consistent commitment to shareholder returns even as its financial performance improves. We'll examine how Solaris' significant revenue growth and sustained...

Key Insights Marriott International's estimated fair value is US$262 based on 2 Stage Free Cash Flow to Equity Marriott...

Black Hills Corp. recently received approval from the Kansas Corporation Commission for a unanimous settlement on new utility rates, allowing recovery of about US$118 million in system investments and recognition of inflation-related costs since its last general rate filing in 2021. This development strengthens Black Hills' ability to recover infrastructure investments and maintain stable, predictable cash flows through enhanced base rate revenues and regulatory mechanisms. We'll explore how...

On July 16, 2025, Starwood Property Trust announced earnings guidance for the second quarter, expecting GAAP earnings per diluted share between US$0.36 and US$0.38, and declared a quarterly dividend of US$0.48 per share payable in October. This dual update provided investors with clearer expectations on the company's short-term profitability and ongoing commitment to shareholder returns, offering greater transparency during a time of portfolio repositioning. We’ll examine how the reaffirmed...

The Hanover Insurance Group recently launched Workers' Comp Advantage, a new feature in its business submission platform that allows agents to quickly quote and bind small business workers’ compensation coverage, enhancing speed and efficiency through automated processing and digital delivery. This development highlights the company's ongoing focus on digital innovation for small commercial insurance, providing agents and clients with a simpler, faster, and more integrated experience. Next,...

Earlier this week, Conestoga Capital Advisors underscored Bright Horizons Family Solutions' operational momentum, citing increased occupancy rates and strong Q1 2025 revenue and earnings growth driven by the return-to-office trend. This institutional endorsement spotlights the company's ability to capture value as workplace norms shift, even as some investors look elsewhere for rapid gains in technology stocks. We’ll now explore how recognition of Bright Horizons’ rising occupancy rates due...

In the past week, Bank of N.T. Butterfield & Son reported higher second quarter earnings, approved a 14% increase in its quarterly dividend, and launched a new share repurchase program while finalizing a board appointment with extensive sector experience. This combination of earnings growth, capital returns, and reinforcement of board expertise signals the bank’s confidence in its financial health and commitment to supporting shareholder value. We'll explore how the dividend increase and...

SL Green Realty Corp. recently declared a monthly dividend of US$0.2575 per share and signed a 64,077 square foot lease with Sigma Computing at One Madison Avenue, raising occupancy to 78.1% at the flagship property. The company maintained its 2025 earnings guidance despite reporting a net loss for the recent quarter, highlighting robust leasing activity and consistent cash dividends as signals of operational momentum. We'll explore how sustained leasing momentum at One Madison Avenue could...

In the past quarter, Brunswick completed the repurchase of 346,557 shares for US$17.46 million and reported record second-quarter free cash flow of US$288 million, with the Propulsion segment achieving a 7% year-over-year sales increase. Strong performance in Mercury’s outboard engine division, alongside an increased full-year free cash flow outlook and higher debt reduction target, reflects rising operational efficiency and confidence in the company’s cash generation. We’ll examine how...

Corporación América Airports recently released its June and year-to-date 2025 operating results, reporting growth in passenger numbers to 6,885,000 for June and cargo volume to 31,300 tons, compared to the same period last year. Steady increases in total aircraft movements and cargo volume highlight continued operational strength across the company’s airport concessions in multiple regions. Let's examine how the ongoing rise in passenger traffic could shape Corporación América Airports'...

GATX Corporation recently raised its full-year 2025 earnings guidance, following the release of second quarter results that showed higher sales, revenue, and net income versus the prior year. The company's consistent dividend and stronger earnings outlook underscore an ongoing trend of operational improvement and increased market confidence in its core businesses. We'll explore how GATX's upgraded earnings outlook supports the company's investment narrative on fleet demand and profit...

VSE Corporation reported its quarterly results last week, with analysts' expectations holding steady and revenue projected to be flat year on year at US$265.2 million, a sharp slowdown from the robust growth seen in the same quarter last year. Investor optimism appears strong as the company continues to deliver substantial total shareholder returns over five years, even with recent earnings declines and revenue misses against Wall Street projections. We'll examine how persistent analyst...

Broadstone Net Lease, Inc. recently announced that it has added three new build-to-suit development projects to its pipeline, with an aggregate estimated investment of approximately US$61.4 million, including industrial warehouse facilities in the Dallas area and California’s Central Valley, as well as a new grocery store for Sprouts Farmers Market, Inc. The company's expanded pipeline not only diversifies its tenant and development partner relationships but also broadens its footprint...

In recent news, Permian Resources reported a 48% increase in EBIT alongside a responsible approach to managing its debt, though some concerns remain about its ability to convert earnings into free cash flow. This operational growth has helped ease worries about future debt repayments, but shareholders should continue monitoring free cash flow conversion and overall debt levels. To assess how this boost in operational performance and debt management impacts Permian Resources, we'll now...

AGNC Investment Corp. recently reported a net loss of US$140 million for the second quarter ended June 30, 2025, with a basic and diluted loss per share of US$0.17, both wider than the losses posted a year prior. This performance reflects intensified volatility in the mortgage-backed securities market amid ongoing uncertainty over interest rates and government policy, prompting management to emphasize operational flexibility and focus on dividend coverage and capital strategy. We’ll now...

AXIS Capital Holdings Limited recently announced its second quarter 2025 earnings, reporting a rise in net income to US$223.36 million and higher diluted earnings per share from continuing operations compared to the same quarter last year. While second quarter results improved year over year, the company's net income and earnings per share for the first half of 2025 were lower than the prior year period, highlighting differing trends within its business performance. With this contrast...

Celcuity Inc. recently announced positive topline results from the Phase 3 VIKTORIA-1 trial, where its investigational drug gedatolisib, combined with fulvestrant with or without palbociclib, significantly reduced the risk of disease progression or death in HR+/HER2- advanced breast cancer patients. This breakthrough included a 76% improvement in disease progression risk reduction for the triplet therapy group and is expected to form the basis for a New Drug Application submission to the FDA...

Arrow Electronics recently reported revenue, EPS, and EBITDA results that surpassed analysts’ estimates, marking a period of operational strength for the company. This financial outperformance highlights robust execution across Arrow’s business segments and points to rising investor confidence in its underlying operations. We’ll examine how Arrow’s earnings beat and operational momentum influence the company’s investment narrative and longer-term outlook. Trump's oil boom is here - pipelines...

Compañía de Minas BuenaventuraA released its second quarter and first-half 2025 results, reporting increases in both revenue and net income over the previous year, supported by higher production and sales across gold, silver, lead, zinc, and copper. The company's operational execution and expanded output underscore its ability to capture benefits from favorable market conditions and sustain earnings momentum. We'll examine how these strong earnings results and higher metal production volumes...

The St. Joe Company recently reported strong second quarter earnings, with year-over-year increases in sales, revenue, and net income, appointed Elizabeth Dantin Franklin as an independent director, declared a US$0.14 per share dividend, and updated shareholders on its ongoing share repurchase program. These combined actions highlight not only operational growth but also the company’s consistent focus on shareholder returns and enhanced board oversight. We’ll explore how St. Joe’s improved...

Bausch + Lomb recently announced that a phase 3 clinical trial showed LUMIFY Preservative Free redness reliever eye drops are statistically non-inferior to the original LUMIFY product in reducing ocular redness, with a comparable safety profile over four weeks of use. This positive clinical outcome may support expanded offerings in Bausch + Lomb’s ophthalmology portfolio, highlighting innovation in preservative-free eyecare solutions for adults. We’ll explore how these clinical results for a...

On July 28, 2025, NBT Bancorp reported second-quarter results showing a year-over-year rise in net interest income to US$124.22 million but a drop in net income to US$22.51 million and announced its thirteenth consecutive annual dividend increase, raising the third-quarter payout to US$0.37 per share. While earnings were lower, the company’s continued commitment to dividend growth highlights its focus on returning capital to shareholders despite changing earnings metrics. We’ll explore how...